Creating a new work order in Machete

Creating a work order involves 4 parts
1. Creating a new, or selecting an existing, employer record
2. Creating a new work order record
3. Creating at least one work assignment record
4. Activating the new order with the“Activate Order” button

Part 1: Search for employer

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1. Click on the Employers menu tab

2. Ask if the employer has called Casa Latina since Machete was installed. If they have not, you will need to create a new employer record. If they have called recently, search for an existing employer record.
  • The search box will search all employer records.
  • It is case insensitive.
  • It does not need a complete name or number.

3. Search for existing employers by using the “List employers” tab. Search for their name, address, or phone number in the Search box

4. Double-click on the existing employer row to open the existing record. Follow Part 2 of the instructions for creating a new work order.

5. If no record exists, create a new employer record. Click on the “Create New Employer tab” and follow the instructions in part 1.1.

Last edited Sep 7, 2011 at 9:42 PM by JCii, version 2

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